DAVENPORT & Co LLC - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is HEDJ and the CUSIP is 97717X701. A total of 195 filers reported holding WISDOMTREE TR in Q2 2024. The put-call ratio across all filers is 0.12 and the average weighting 0.2%.

Quarter-by-quarter ownership
DAVENPORT & Co LLC ownership history of WISDOMTREE TR
ValueSharesWeighting
Q2 2024$280,312
-13.8%
6,200
-7.9%
0.00%0.0%
Q1 2024$325,202
+18.2%
6,733
+4.8%
0.00%0.0%
Q4 2023$275,224
+2.8%
6,423
-5.3%
0.00%0.0%
Q3 2023$267,801
+0.5%
6,780
+108.4%
0.00%0.0%
Q2 2023$266,392
+1.2%
3,254
+1.6%
0.00%0.0%
Q1 2023$263,240
+23.6%
3,202
+5.0%
0.00%0.0%
Q4 2022$213,000
-27.6%
3,049
-23.8%
0.00%0.0%
Q1 2022$294,000
-14.5%
3,999
-6.7%
0.00%0.0%
Q4 2021$344,000
-7.0%
4,286
-11.9%
0.00%
-33.3%
Q3 2021$370,000
-0.3%
4,8630.0%0.00%0.0%
Q2 2021$371,000
+2.8%
4,863
-1.9%
0.00%0.0%
Q1 2021$361,000
-18.7%
4,959
-25.9%
0.00%
-25.0%
Q4 2020$444,000
-100.0%
6,695
-73.8%
0.00%
-83.3%
Q2 2015$1,574,856,000
-17.9%
25,570
-11.9%
0.02%
-17.2%
Q1 2015$1,919,383,00029,0200.03%
Other shareholders
WISDOMTREE TR shareholders Q2 2024
NameSharesValueWeighting ↓
Sterling Manor Financial, LLC 225,461$10,193,0927.76%
Private Portfolio Partners LLC 186,138$8,415,3186.85%
Permanens Capital L.P. 958,465$43,332,2034.42%
RETIREMENT FINANCIAL SOLUTIONS, LLC 130,253$5,888,7212.77%
Sharper & Granite LLC 114,322$5,168,5022.46%
Hall Kathryn A. 163,870$7,408,5631.71%
CONDOR CAPITAL MANAGEMENT 162,851$7,362,5330.70%
Sage Capital Management, LLC 27,759$1,254,9000.66%
Cooksen Wealth, LLC 11,517$520,6840.52%
VALLEY WEALTH MANAGERS, INC. 137,536$6,218,0140.50%
View complete list of WISDOMTREE TR shareholders